I am a self employed businessman in need of a personal assistant to help me supervise and perform related duties as assigned.

Detailed Job Description:

Order processing, reviews, answering phone calls, ordering supplies, mailings, scanning and filing, along with arranging seminars and many other support duties. Ability to multi-task and prioritize a large number of tasks while maintaining accuracy and efficiency. Enthusiasm, initiative, a willingness to learn and a desire to make a difference in people’s lives is required.Duties to include order processing and client support of our investment trades. Training will be provided where necessary. Accuracy, attention to detail, comfort with system applications required. On-going duties to include following up on account transfers, preparing client review meetings involving scheduling, confirming, preparing statements and reports and agendas, following up on action items for collection of information, and rescheduling of tasks and meetings. Ability to maintain strict confidence of our clients’ personal and financial information is a must.